Wealth

Smart Money: What is CRM2?

By Nest Wealth on 08/11/2018Video 1 Minute Read

Read More

Did you know there are rules that govern transparency behind the costs and performance of your investments? In this episode of Smart Money, we uncover the mystery behind CRM2.

Did you know? The abbreviation “CRM2” stands for “Client Relationship Model 2”.

Watch Episode 7 of Smart Money, a Web Series by Nest Wealth

What is CRM2?

There are guidelines that your wealth professional must follow in order to keep fees and performance transparent. Watch the video to learn what CRM2 is and why it’s helping investors across the country!